Brian Lowrance is a CFP-designated registered investment advisor at Softwealth, based in Reno, NV, with 12 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 21 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $500K | 0.75% |
| $500K - $1.0M | 0.50% |
| $1M+ | 0.25% |
Fees are annual and may be negotiable based on certain circumstances. Multiple accounts of immediately related family members at the same address may be consolidated for billing purposes.
Fee Estimator
Location
Reno, NV
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2008Other Business Activities
Brian has a minority interest in Reno Rennsport, Inc., an auto repair shop, since 2017. This activity is not investment-related and takes the majority of Brian's time.
Employment History
Current Registrations
Softwealth
Previous Registrations
Fixed Income Securities, INC.
Linsco/private Ledger CORP.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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